WSTAM
IRBT

Wilbanks Smith & Thomas Asset Management’s iRobot IRBT Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio IRBT Stock Details IRBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-150
Closed -$16K – 827
2018
Q3 		$16K Buy
+150
New +$14.1K ﹤0.01% 940

Other funds holding IRBT

Primecap Management
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IRBT Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of iRobot (IRBT) in Q4 2018, closing a stake of 150 shares — an estimated $16K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IRBT in Q3 2018 and held it in 1 quarter. The position peaked at $16K in Q3 2018. 254 funds tracked by Wall St. Rank hold IRBT as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining iRobot position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 150 iRobot shares in Q4 2018, an estimated $16K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in iRobot in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's iRobot position peaked at $16K in Q3 2018.
  • 254 funds tracked by Wall St. Rank held iRobot as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.